Who owns CAPITAL GROUP CORE PLUS INCO?
- Ticker: CGCP
- CUSIP Number: 14020y102
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Analyze quarterly positions in Capital Group Core Plus Inco with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Core Plus Inco stock
Who bought or sold CAPITAL GROUP CORE PLUS INCO this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Capital Research and Management Company - Division 3 | 52M | $1.2B | 26% | Mar 2026 |
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| LPL Financial | 30M | $664M | 25% | Mar 2026 |
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| Morgan Stanley | 21M | $458M | 11% | Mar 2026 |
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| Wells Fargo & Company | 17M | $385M | 16% | Mar 2026 |
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| Envestnet Asset Management | 12M | $257M | 11% | Mar 2026 |
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| Cetera Investment Advisers | 7.3M | $164M | 13% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 6.4M | $144M | 12% | Mar 2026 |
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| Raymond James Financial | 6.1M | $138M | 13% | Dec 2025 |
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| UBS Group | 4.9M | $110M | 4% | Mar 2026 |
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| Janney Montgomery Scott | 4.9M | $110M | 12% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 4.3M | $97M | 31% | Dec 2025 |
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| WNY Asset Management | 4.2M | $94M | 1% | Mar 2026 |
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| Royal Bank of Canada | 4.0M | $89M | 25% | Mar 2026 |
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| Commonwealth Equity Services | 3.5M | $79M | 7% | Mar 2026 |
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| Benjamin Edwards | 3.2M | $72M | 564% | Mar 2026 |
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| Souders Financial Advisors | 3.2M | $72M | 6% | Mar 2026 |
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| Harbour Investments | 3.2M | $72M | 14% | Mar 2026 |
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| Jones Financial Companies, L.L | 2.8M | $63M | 24% | Dec 2025 |
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| Advisor Group Holdings | 2.7M | $60M | 12% | Dec 2025 |
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| Stifel Financial | 2.6M | $59M | 9% | Mar 2026 |
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| Merit Financial Group | 2.5M | $56M | 4% | Mar 2026 |
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| Mml Investors Services | 2.4M | $54M | -7% | Mar 2026 |
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| Cambridge Investment Research Advisors | 2.4M | $53M | 3% | Mar 2026 |
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| ValMark Advisers | 2.1M | $47M | 99% | Mar 2026 |
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| Stonebridge Financial Group | 2.1M | $46M | 4% | Mar 2026 |
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| Kestra Investment Management | 2.0M | $45M | 24% | Mar 2026 |
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| Confluence Wealth Services | 1.7M | $37M | 14% | Mar 2026 |
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| Captrust Financial Advisors | 1.7M | $38M | 0% | Dec 2025 |
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| Baird Financial | 1.5M | $35M | 4% | Dec 2025 |
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| Bank of America Corporation | 1.5M | $33M | 100% | Mar 2026 |
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| McGlone Suttner Wealth Management | 1.4M | $32M | 4% | Mar 2026 |
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| Midwest Heritage Bank | 1.3M | $30M | 22% | Mar 2026 |
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| IAM Advisory | 1.3M | $29M | 1% | Mar 2026 |
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| Bernardo Wealth Planning | 1.2M | $27M | 3% | Mar 2026 |
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| Wood Tarver Financial Group | 1.2M | $27M | 7% | Mar 2026 |
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| D. J. St. Germain | 1.2M | $26M | 2% | Mar 2026 |
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| MCF Advisors | 1.1M | $26M | 100% | Mar 2026 |
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| Diversify Wealth Management | 972k | $22M | 15% | Mar 2026 |
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| Aprio Wealth Management | 960k | $22M | 4% | Mar 2026 |
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| Evolve Private Wealth | 920k | $21M | 100% | Mar 2026 |
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| D.A. Davidson & Co. | 901k | $20M | 2% | Mar 2026 |
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| Main Line Retirement Advisors | 836k | $19M | 0% | Mar 2026 |
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| Condor Capital Management | 815k | $18M | 4% | Mar 2026 |
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| Johnson Bixby & Associates | 776k | $17M | -12% | Mar 2026 |
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| Troutman Wealth Management | 767k | $17M | 100% | Mar 2026 |
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| Wealthcare Advisory Partners | 749k | $17M | 13% | Mar 2026 |
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| EverSource Wealth Advisors | 693k | $16M | 11% | Mar 2026 |
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| Tribridge Partners Financial | 693k | $16M | 2% | Mar 2026 |
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| NavPoint Financial | 686k | $15M | 4% | Mar 2026 |
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| J. Derek Lewis & Associates | 660k | $15M | 4% | Mar 2026 |
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| FinDec Wealth Services | 645k | $14M | -9% | Mar 2026 |
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| Independent Advisor Alliance | 635k | $14M | 100% | Mar 2026 |
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| Ruggaard & Associates | 635k | $14M | 2% | Mar 2026 |
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| Sovran Advisors | 629k | $14M | 6% | Mar 2026 |
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| Stadion Money Management | 615k | $14M | -19% | Dec 2025 |
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| Clearview Wealth Advisors | 603k | $14M | 0% | Dec 2025 |
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| January Capital Advisors | 594k | $13M | 100% | Mar 2026 |
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| Branch Banking & Trust Company | 592k | $13M | 38% | Mar 2026 |
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| Private Advisor | 591k | $13M | 9% | Mar 2026 |
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| EP Wealth Advisors | 588k | $13M | -2% | Mar 2026 |
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| Greenbush Financial Group | 566k | $13M | 25% | Mar 2026 |
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| Convergence Financial | 551k | $12M | 3% | Mar 2026 |
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| Wagner Bowman Management | 527k | $12M | 4% | Mar 2026 |
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| Mutual Advisors | 512k | $11M | 3% | Mar 2026 |
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| Equitable Holdings | 511k | $12M | 109% | Mar 2026 |
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| Ashton Thomas Private Wealth | 493k | $11M | 13% | Mar 2026 |
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| Bridgewealth Advisory Group | 489k | $11M | 29% | Dec 2025 |
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| AA Financial Advisors | 488k | $11M | -40% | Mar 2026 |
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| Entruity Wealth | 462k | $10M | 6% | Mar 2026 |
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| Stephens | 447k | $10M | 3% | Mar 2026 |
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| Compton Financial Group | 436k | $9.8M | 1877% | Mar 2026 |
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| Citadel Advisors | 430k | $9.6M | 27% | Mar 2026 |
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| Freedom Financial Partners | 425k | $9.5M | 4% | Mar 2026 |
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| Rockefeller Capital Management | 413k | $9.2M | 5% | Mar 2026 |
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| Adamsbrown Wealth Consultants | 391k | $8.7M | -9% | Mar 2026 |
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| Lodestone Wealth Management | 369k | $8.2M | 19% | Mar 2026 |
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| Kestra Advisory Services | 366k | $8.2M | 1% | Mar 2026 |
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| Affiance Financial | 352k | $7.9M | 43% | Mar 2026 |
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| HPM Partners | 351k | $7.8M | 351% | Mar 2026 |
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| Landmark Wealth Management | 338k | $7.6M | 28% | Mar 2026 |
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| Investment Planning Advisors | 337k | $7.5M | 1% | Mar 2026 |
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| Alpha Capital Advisors | 332k | $7.4M | 0% | Mar 2026 |
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| Swisher Financial Concepts | 322k | $7.2M | 11% | Mar 2026 |
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| Farther Finance Advisors | 306k | $6.8M | 40% | Mar 2026 |
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| Mariner Wealth Advisors | 295k | $6.6M | 4% | Mar 2026 |
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| Flynn Zito Capital Management | 290k | $6.5M | 22% | Mar 2026 |
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| Compass Financial | 289k | $6.4M | -1% | Mar 2026 |
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| Geneos Wealth Management | 282k | $6.3M | 4% | Mar 2026 |
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| Smartleaf Asset Management | 278k | $6.2M | 6% | Mar 2026 |
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| Core Wealth Partners | 273k | $6.1M | 0% | Mar 2026 |
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| Gateway Wealth Partners | 267k | $6.0M | 449% | Mar 2026 |
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| IHT Wealth Management | 265k | $6.0M | 3% | Dec 2025 |
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| Smith Thornton Advisors | 265k | $5.9M | 3% | Mar 2026 |
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| New England Capital Financial Advisors | 263k | $5.9M | -53% | Mar 2026 |
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| Kera Capital Partners | 257k | $5.7M | 1% | Mar 2026 |
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| Studio Investment Management | 256k | $5.7M | 10% | Mar 2026 |
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| Fearless Solutions, LLC dba Best Invest | 255k | $5.7M | 100% | Mar 2026 |
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| Hunter Associates | 243k | $5.4M | 23% | Mar 2026 |
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| Concurrent Investment Advisors | 242k | $5.4M | -45% | Mar 2026 |
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| Vigil Wealth Management | 231k | $5.2M | 100% | Mar 2026 |
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| Natixis Asset Management Advisors | 227k | $5.1M | 106% | Mar 2026 |
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| Global Retirement Partners | 211k | $4.8M | 8% | Dec 2025 |
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| Leigh Baldwin & Co | 208k | $4.6M | 10% | Mar 2026 |
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| Boyer Financial Services | 207k | $4.6M | 6% | Mar 2026 |
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| Inspire Advisors | 204k | $4.6M | 5% | Mar 2026 |
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| Capital Analysts | 199k | $4.4M | 22% | Mar 2026 |
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| Oppenheimer & Co | 190k | $4.3M | 8% | Mar 2026 |
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| Stewardship Concepts Financial Services | 183k | $4.1M | 100% | Mar 2026 |
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| Davenport & Co | 175k | $3.9M | -3% | Mar 2026 |
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| Fifth Third Bancorp | 174k | $3.9M | 12138% | Mar 2026 |
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| Cullen Frost Bankers | 170k | $3.8M | 6% | Mar 2026 |
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| Western Wealth Management | 168k | $3.7M | 32% | Mar 2026 |
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| Cornerstone Advisors Asset Management | 168k | $3.7M | 12% | Mar 2026 |
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| Level Four Advisory Services | 165k | $3.7M | -4% | Dec 2025 |
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| Ameriprise Financial | 160k | $3.6M | -10% | Mar 2026 |
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| Nations Financial Group | 156k | $3.5M | 10% | Mar 2026 |
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| Perennial Investment Advisors | 155k | $3.5M | 8% | Mar 2026 |
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| Capital Group Private Client Services | 152k | $3.4M | 0% | Mar 2026 |
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| Stratos Wealth Partners | 147k | $3.3M | 7% | Mar 2026 |
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| Summit Financial | 146k | $3.3M | -2% | Mar 2026 |
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| IFP Advisors | 144k | $3.2M | 13% | Mar 2026 |
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| Prospera Financial Services | 143k | $3.2M | 6% | Mar 2026 |
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| Brian McDonald | 143k | $3.2M | 40% | Dec 2025 |
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| Continuum Advisory | 142k | $3.2M | -2% | Mar 2026 |
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| Endeavor Private Wealth | 142k | $3.2M | 19% | Mar 2026 |
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| Greatmark Investment Partners | 142k | $3.2M | 7% | Mar 2026 |
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| CLG | 138k | $3.1M | 22% | Dec 2025 |
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| Rothschild Investment | 136k | $3.0M | 7% | Mar 2026 |
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| Great Valley Advisor Group | 131k | $2.9M | 572% | Mar 2026 |
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| Belpointe Asset Management | 125k | $2.8M | -7% | Mar 2026 |
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| Financial Management Network | 125k | $2.8M | 4% | Mar 2026 |
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| Pensionmark Financial Group | 124k | $2.8M | 46% | Mar 2026 |
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| LongView Wealth Management | 119k | $2.7M | 1% | Mar 2026 |
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| Forge Financial Services | 117k | $2.6M | -4% | Mar 2026 |
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| Citigroup | 116k | $2.6M | 100% | Mar 2026 |
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| Assetmark | 116k | $2.6M | 32% | Mar 2026 |
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| Kingsview Wealth Management | 110k | $2.5M | -11% | Mar 2026 |
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| Bristlecone Value Partners | 109k | $2.4M | 23% | Mar 2026 |
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| CVFG | 106k | $2.4M | 42% | Mar 2026 |
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| Magnus Financial Group | 99k | $2.2M | 22% | Mar 2026 |
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| CLS Investments | 94k | $2.1M | 11% | Mar 2026 |
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| Cornerstone Wealth Management | 92k | $2.1M | -7% | Mar 2026 |
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| Cyndeo Wealth Partners | 91k | $2.0M | 11% | Mar 2026 |
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| Dynamic Advisors Solutions | 88k | $2.0M | 3% | Mar 2026 |
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| Ausdal Financial Partners | 86k | $1.9M | 7% | Mar 2026 |
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| Kestra Private Wealth Services | 85k | $1.9M | 42% | Mar 2026 |
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| Fiduciary Alliance | 78k | $1.8M | 5% | Mar 2026 |
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| Kmg Fiduciary Partners | 78k | $1.7M | 4% | Mar 2026 |
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| True Blue Financial | 78k | $1.7M | 100% | Mar 2026 |
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| Advisortrust Partners | 77k | $1.7M | 10% | Mar 2026 |
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| AdvisorNet Financial | 45k | $1.0M | -44% | Mar 2026 |
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Who sold out of Capital Group Core Plus Inco?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 1.5M | $34M |
| Susquehanna International | Sep 2025 | 929k | $21M |
| Goss Wealth Management | Dec 2025 | 360k | $8.1M |
| SOL Capital Management | Dec 2025 | 247k | $5.6M |
| Jane Street | Dec 2025 | 239k | $5.4M |
| Jpmorgan Chase & Co | Sep 2025 | 119k | $2.7M |
| Flow Traders US | Dec 2025 | 117k | $2.6M |
| IFG Advisory | Dec 2025 | 82k | $1.9M |